Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Donahue Bechtel has been a financial professional since 1999 and is currently registered with Cetera Investment Advisers LLC in California. Robin has a long history of experience in the financial services industry, previously working with firms such as Independent Financial Group, LLC, LPL Financial LLC, and Financial Network Investment Corporation. Robin has a broad range of experience and holds several industry licenses, including the Series 7, Series 24, and Series 66, demonstrating a commitment to professional development and staying current with industry regulations and best practices. Robin specializes in providing financial planning, portfolio management, and pension consulting services to both individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (San Diego CA)
CA
08/08/2016 - 05/18/2022
INDEPENDENT FINANCIAL GROUP, LLC (San Diego CA)
CA
04/06/2004 - 08/18/2016
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
09/04/2001 - 04/14/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
SC
11/26/1999 - 09/05/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 07/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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